How To Handle Same Period TransfersLast Updated: August 03, 2019
Many commission software systems struggle to handle same-period transfers. What are same period transfers? This is when a commissioned rep transfers from one plan to another in the middle of a commission period. So for example, Jill is on Commission Plan A from August 1st to August 10th but starting August 11th she switches to a different plan, Plan B. She may also switch back at some point.
Situations like this can become even more complicated if team managers are involved. For example, Jill may have also switched teams from Team A (on Plan A) to Team B (on Plan B). Now let's assume that Priya is Jill's manager on Team A and Carl is her manager on Team B. Let's assume that Priya gets an Override (or manager commission) on Team A and Carl gets an Override on Team B. Most companies would like the deals that Jill closed from August 1st to August 10th to credit toward Priya's commissions but they want the deals that Jill closed from August 11th on to credit toward Carl's commissions.
Many people refer to this problem as inter-period transfers or intra-period transfers.
Same Period Transfers Recipe Steps
How do you handle same period transfers in Spiff? Well stepping back to think about it, we basically need to a few things:
- Create the right plans (if we haven't already)
- Create the right teams with the right team members and team managers (if we haven't already)
- Create the right Roll Ups (if we haven't already)
- Tell the Spiff commission engine to ignore deals closed when a rep wasn't assigned to the plan
Let's tackle this in steps.
1. Create the Right Plan(s)
The first thing you will need to do is create the right plans. In the example above, you would create a Plan A and a Plan B.
2. Create the Right Teams
The second thing you need to do is create the right teams. In the example above, you would create Team A and Team B.
3. Create the Right Roll Ups
The third thing you need to is create the right Roll Ups. In the example above, you would create a Roll Up for Priya on Plan A and another Roll Up for Carl on Plan B.
4. Tell the Spiff Commission Engine to Ignore Certain Deals
The last step is the most complex. Don't worry we are simplifying the logic every day. In this step you will need to tell the Spiff commission engine to ignore certain deals. The Spiff commission engine creates a Statement for each plan for each Statement Period. So for Priya, it will create a statement for Plan A and Plan B in August. For the Plan A statement, you want the commission engine to ignore any deals closed after August 10th. For Plan B, you want the commission engine to ignore any deals closed before August 11th.
To do this, follow the recipe for excluding deals when a rep is not on a plan.